SemiPulse — Semiconductor Intelligence

SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions of dollars - Tom's Hardware

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www.tomshardware.com 2026-05-08 Tom's Hardware

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Nintendo Increases Switch 2 Prices Amid Global Memory Chip Shortage - readers.id

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www.readers.id 2026-05-08 readers.id

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Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race - digitimes

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www.digitimes.com 2026-05-08 digitimes

Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now

Semiconductor Industry AI Chips Memory Market SK Hynix TSMC NVIDIA EUV Lithography Chip Manufacturing

SK Hynix Can't Build AI Memory Chips Fast Enough — And Big Tech Is Reportedly Lining Up To Fund It - Benzinga

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www.benzinga.com 2026-05-08 Benzinga

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Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle (MU) - Seeking Alpha

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seekingalpha.com 2026-05-08 Seeking Alpha

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This PCIe AI Accelerator Card Can Run 700B LLMs Locally With 384 GB Memory at Just 240W, Less Than Half The Power of RTX PRO 6000 Blackwell - Wccftech

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wccftech.com 2026-05-07 Wccftech

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Memory Chip Market Poised to Surge to US$ 579.7 Billion by 2033 - openPR.com

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www.openpr.com 2026-05-07 openPR.com

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Micron Stock Forecast: Can the AI Memory Super-Cycle Drive MU to $3,000 by 2030? - TradingKey

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www.tradingkey.com 2026-05-07 TradingKey

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Micron Technology (MU) Is Up 28.6% After Launching 245TB SSD Amid AI-Driven Memory Tightness - Yahoo Finance

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finance.yahoo.com 2026-05-07 Yahoo Finance

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Top Mizuho Analyst Lifts Micron Stock (MU) Price Target, Says ‘Agentic AI Driving Memory Demand Higher’ - TipRanks

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www.tipranks.com 2026-05-07 TipRanks

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United States High Bandwidth Memory (HBM) Market Set to Reach USD - openPR.com

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www.openpr.com 2026-05-06 openPR.com

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Micron and Sandisk stocks are surging again this week: 2 reasons why memory chip makers are on the rise - Fast Company

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www.fastcompany.com 2026-05-06 Fast Company

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Electronics price hike due to global memory chip shortage 'may just be the new normal' - MSN

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www.msn.com 2026-05-06 MSN

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Apple quietly axes 128GB Mac Studio amid supply constraints and local AI frenzy

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tomshardware.com 2026-05-06 Jowi Morales

Apple quietly pulls high Unified Memory capacity Mac Studios and Mac minis from the Apple store as the memory crunch continues to affect consumer products.

Apple Mac Studio Mac Mini chip shortage Unified Memory local AI AI applications M4 Max

You’ve Seen The Chip Shortage And The Memory Shortage, Now Prepare For The PCB Shortage - Hackaday

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hackaday.com 2026-05-06 Hackaday

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SoftBank, Intel target HBM limits with 9-layer memory - digitimes

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www.digitimes.com 2026-05-06 digitimes

SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.The article requires paid subscription.Subscribe Now

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

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digitimes.com 2026-05-06

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers to secure long-term agreements, or LTAs, three to five years in advance.

AMD earnings call: AI is turning CPUs back into the main event

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digitimes.com 2026-05-06

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.

Transcend reports record April revenue as memory shortage drives prices higher

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digitimes.com 2026-05-06

Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher than April 2025's NT$1.073 billion. Year-to-date revenue through April already exceeded the company's entire 2025 total of NT$17.13 billion.

SoftBank, Intel target HBM limits with 9-layer memory

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digitimes.com 2026-05-06

SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.